Communicating With Us
We value effective communication and collaboration. We are part of your business team now and we will need to communicate information and share documents on a regular basis.
We need your engagement in this process in a manner that works for all of us.
We "time block". This is how we stay on task and get stuff done on time. Including your stuff! We strive to get back to you by the end of the next business day, but keep in mind there is no such thing as an "accounting emergency" that an instant response can solve.
We operate as a team to provide you with bookkeeping, payroll, accounting, tax and financial services. Your team may include a client manager, a staff accountant, and a payroll specialist.
Please direct your communications as follows:
- Your Staff Accountant for all questions related to accounting & bookkeeping questions.
- Your Payroll Specialist for all payroll related questions.
- Your Client Manager for complex tax and business questions
How To Communicate With Us
Email is our preferred communication method. We always try to resolve questions via email first.
Phone Calls or Zoom Meetings
If we are not able to resolve the matter via email, we can set up a phone call or a meeting by appointment.
If you prefer a phone call or a Zoom meeting, please set up an appointment by emailing the appropriate team member. Be sure to include an agenda of the topics that you wish to discuss so that we can properly prepare for the meeting.
Text, Voice Mail, Social Media Or Any Other Chat Platform
Please do not communicate with us through text, voice mail, social media messaging or chat.